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Knoka1
Knoka1COMMUNITY
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Website𝕏@alecdocoutoGitHub

finance-review

Analyze personal financial data to reveal spending patterns and budget structure.

Updated May 15, 2026
Search Tags:#personal finance#spending analysis#savings rate#debt payoff#transaction categorization#subscription audit#budget review
One-click install
npx skills add https://github.com/Knoka1/foundry-skills --skill finance-review
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-review
Source: https://github.com/Knoka1/foundry-skills/tree/main/finance-review
Command: npx skills add https://github.com/Knoka1/foundry-skills --skill finance-review

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps people make sense of their own money by turning messy transaction data, bank exports, or rough spending estimates into a clear financial picture. It is designed for anyone who wants to understand where money goes, how spending breaks down, whether a budget is realistic, or what questions their data raises.

Core Features & Use Cases

  • Spending analysis: Categorizes transactions, totals spending by category, and shows which areas make up the largest share of the month.
  • Budget and debt review: Builds budgets from income and fixed costs, reviews debt burdens and payoff order, and compares the numbers to common benchmarks.
  • Goal and savings tracking: Checks progress toward savings goals, emergency funds, and savings-rate targets using current financial behavior.
  • Subscription and recurring charge audit: Surfaces recurring costs, separates one-time items from ongoing spend, and highlights overlaps or forgotten subscriptions.
  • Use case: A user pastes a bank export with income, rent, groceries, subscriptions, and credit card payments, and the Skill returns a neutral snapshot, category table, key observations, and follow-up questions.

Quick Start

Paste your financial transactions or budget details and ask for a clear spending review with categories, totals, and any savings or debt insights you want.

Frequently Asked Questions about finance-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze my personal spending patterns from a raw bank export?▼

Personal spending analysis from a raw bank export requires categorizing transactions, totaling spend by category, and calculating ratios. This Skill processes pasted transaction lists to return a neutral snapshot with category tables and key observations.

Can I audit my recurring charges and separate one-time items from ongoing subscriptions?▼

Auditing recurring charges involves separating one-time transactions from ongoing subscriptions to surface forgotten costs. This Skill identifies recurring charges within pasted financial data and highlights overlaps or forgotten subscriptions.

What's the best way to track progress toward my savings goals and emergency fund?▼

Tracking savings goals requires checking current financial behavior against emergency fund targets and savings-rate benchmarks. This Skill analyzes your transaction data to calculate your savings rate and check progress toward your defined financial goals.

Does this personal finance review tool work with manual expense summaries?▼

This personal finance review tool works with manual expense summaries, rough spending estimates, and multi-month bank exports. It requires no specific dependencies to process your pasted financial data and return a categorized spending breakdown.

How do I detect spending anomalies and calculate my debt payoff order?▼

Detecting spending anomalies and calculating debt payoff order requires ratio calculation and neutral reporting on your transaction data. This Skill reviews your debt burden, suggests a payoff order, and flags unusual transactions within your pasted exports.

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